Schwab U S Broad Market ETF shares owned by Valley National Advisers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 1.1M | 19.61 |
| 2025-06-30 | $24M | 1.1M | 21.83 |
| 2025-03-31 | $17M | 1.1M | 15.15 |
| 2024-12-31 | $24M | 1.1M | 22.70 |
| 2024-09-30 | $25M | 375k | 66.52 |
| 2024-06-30 | $23M | 369k | 62.87 |
| 2024-03-31 | $19M | 350k | 55.56 |
| 2023-12-31 | $18M | 326k | 55.56 |
| 2023-09-30 | $13M | 267k | 49.85 |
| 2023-06-30 | $14M | 268k | 51.70 |
| 2023-03-31 | $13M | 260k | 48.10 |
| 2022-12-31 | $13M | 280k | 46.44 |
| 2022-09-30 | $13M | 303k | 43.66 |
| 2022-06-30 | $12M | 271k | 45.62 |
| 2022-03-31 | $14M | 266k | 53.39 |
| 2021-12-31 | $15M | 134k | 113.01 |
| 2021-09-30 | $14M | 136k | 103.86 |
| 2021-06-30 | $14M | 138k | 104.27 |
| 2021-03-31 | $13M | 137k | 96.71 |
| 2020-12-31 | $15M | 159k | 90.99 |
| 2020-09-30 | $13M | 168k | 79.64 |
| 2020-06-30 | $16M | 214k | 73.47 |
| 2020-03-31 | $22M | 369k | 60.43 |
| 2019-12-31 | $30M | 388k | 76.88 |
| 2019-09-30 | $27M | 386k | 71.02 |
| 2019-06-30 | $28M | 394k | 70.53 |
| 2019-03-31 | $27M | 393k | 68.05 |
| 2018-12-31 | $19M | 309k | 59.93 |
| 2018-09-30 | $2.7M | 38k | 70.38 |
| 2018-06-30 | $2.2M | 34k | 66.00 |
| 2018-03-31 | $2.1M | 33k | 63.78 |
| 2017-12-31 | $2.0M | 31k | 64.51 |
| 2017-09-30 | $1.9M | 31k | 60.89 |
| 2017-06-30 | $1.8M | 31k | 58.46 |
| 2017-03-31 | $1.9M | 33k | 57.05 |
| 2016-12-31 | $1.2M | 22k | 54.20 |
| 2016-09-30 | $728k | 14k | 52.32 |
| 2016-06-30 | $498k | 9.9k | 50.25 |
| 2016-03-31 | $507k | 10k | 49.31 |
| 2015-12-31 | $497k | 10k | 49.04 |
| 2015-09-30 | $461k | 9.9k | 46.42 |
| 2015-06-30 | $491k | 9.8k | 50.28 |
| 2015-03-31 | $423k | 8.4k | 50.53 |
| 2014-12-31 | $401k | 8.9k | 44.97 |